Word Level 2: Intermediate Document Features

Level 2Full Day1 DayVersion 365Official CPE Provider

Handle longer, more polished documents with ease. Build custom styles, themes, and templates, organize content with tables and charts, manage long documents with a table of contents and index, and run mail merges.

Course Objective

Students will organize content with tables and charts, create custom styles, themes, and Quick Parts, automate formatting with templates, control document flow with sections and columns, manage long documents with a table of contents and index, and run mail merges.

Prerequisites

To ensure your success, we recommend that you have experience with creating, editing, and formatting documents in Word. Students can obtain this level of skill through our Word Level 1 course.

Course Outline

7 lessons · 23 topics

1Organizing Content Using Tables and Charts

Sort Table Data
Control Cell Layout
Perform Calculations in a Table
Create a Chart
Add an Excel Table to a Word Document

2Customizing Formats Using Styles and Themes

Create and Modify Text Styles
Create Custom List or Table Styles
Apply Document Themes

3Inserting Content Using Quick Parts

Insert Building Blocks
Create and Modify Building Blocks

4Using Templates to Automate Document Formatting

Create a Document Using a Template
Create and Modify a Template
Manage Templates with the Template Organizer

5Controlling the Flow of a Document

Insert Section Breaks
Insert Columns
Link Text Boxes to Control Text Flow

6Managing Long Documents

Insert an Index
Insert a Table of Contents
Insert an Ancillary Table
Manage Outlines
Create a Master Document

7Using Mail Merge to Create Letters, Envelopes, and Labels

Use Mail Merge
Merge Data for Envelopes and Labels

Excel Solutions Team
Kirkwood Tower, 11757 Katy Fwy, Suite 1300, Houston, TX 77079
(713) 589-2655 · contactinfo@excelsolutionsteam.com · excelsolutionsteam.com

Official CPE Provider (TX State Board of Public Accountancy)
BBB Accredited since 2006 · 20+ years training Houston professionals